Regional Wealth Strategist Private Client

Profile

Regional Wealth Strategist | Private Client
Duties: Working in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients. Serving as the point of contact to advise on other gift and estate issues and could interact with others throughout the firm as needed. Being an externally recognized thought leader in the PC area and ideally would present at high-level, impact conferences, produce written materials, etc. Evaluating client’s net worth and existing planning vehicles and developing ideas and alternatives (i.e. creation of trusts, asset protection strategies, etc.). Developing, consulting on, and implementing the tax, estate, and legacy plans for clients, including those of the greatest complexity in coordination with existing PC personnel. Consulting with clients and their attorneys on the benefits of estate planning and identifying appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes. Collaborating with other planning resources on specific subject matters and partners in the acquisition of new clients. Conducting and reviewing research, as appropriate, and developing tax, estate, and other analyses and plans. Making generally accepted recommendations to the team and clients. Providing direction to and overseeing PC personnel in the development of work product. Maintaining current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning). Maintaining periodic contact with clients in coordination with the relationship partner. Deepening existing relationships by working with integrated PC teams. Retaining, expanding, and deepening existing relationships in collaboration with relationship partners. Identifying solutions and services as sales opportunities to enhance existing client relationships. Developing new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations. Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support the company Enterprise Risk .

Company info

Sign Up Now - EmploymentCrossing.com